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VikasNegi's avatar
VikasNegi
Frequent Visitor
3 years ago

Power BI Matrix Visual to be Filtered by Multiple Slicers - Design Guidance

Hi Guys,

 

I'm quite new to Power BI and need some guidance on developing a Power BI report based on multiple slicer selections.

 

I have the below data model -

 

Holdings - Security -> Have a relationship with AssetID

Holdings - Issuer -> Have a relationship with IssuerID

Holdings - Portfolio -> Have a relationship with PortfolioID

Issuer - Security -> Have a relationship with IssuerID

Portfolio-ARM - Portfolio -> Have a relationship with PortfolioName

 

Data Model -

Now, I want to display the common Quantity (and Global Position) based on the selection of the highlighted boxes which are Portfolio Level Fields -

 

 

Issues I face -

 

1. Do I need to make the highlighted slicers as Disconnected Slicers? 

2. If I'm making highlighted slicers disconnected then those are not working in sync with the other slicers, for example, Parent Issuer, and Issuer Name slicer since those slicers do not have any relationship with the disconnected slicers and they don't filter out the data in the Matrix correctly.

 

For example, If I select an issuer then the report displays the data fine but If I select a Portfolio Strategy then it should not display the data if we do not have the issuer under that strategy but it's still displaying the data for the issuer.

 

Please let me know what should be the ideal solution here.

 

Greg_Deckler , Sahir_Maharaj , lbendlin 

 

 

 

 

Need Help

5 Replies

  • lbendlin's avatar
    lbendlin
    Super User
    3 years ago

    Ask the owner of the dataset to refactor their data model.  You can also choose to connect to each table separately (or only the tables you need) and to rewire them in a more meaningful fashion.

    • VikasNegi's avatar
      VikasNegi
      Frequent Visitor
      3 years ago

      @lbendlin - Thanks for your response.

       

      So I have Quantity and Global Position in the Holdings table. For Slicers -

      Asset Type and Primary Identifier - Comes from the Security table

      Parent Issuer and Issue - Comes from Issuer table

      Client Reporting Rollup, Portfolio, Portolio Strategy  - Comes from Portfolio table

      Portfolio Substrategy - Comes from Portfolio-ARM

       

      I'm using a composite model here in order to avoid creating a separate data model since this dataset has all the fields I'm looking for.

       

      My thoughts are to create disconnected slicers for the one highlighted in my screenshot. But is it then possible to associate them properly with the other slicers and Matrix visual?

    • VikasNegi's avatar
      VikasNegi
      Frequent Visitor
      3 years ago

      Hi lbendlin - Hi did remodeling and created two disconnected slicers. Can you look at the below issue please

       

       

      • lbendlin's avatar
        lbendlin
        Super User
        3 years ago

        instead of "IN" you should be able to use TREATAS.  If you know that the measure may return BLANK, use COALESCE to provide an alternative result.

  • VikasNegi's avatar
    VikasNegi
    Frequent Visitor
    3 years ago

    lbendlin - Thanks for your response.

     

    So I have Quantity and Global Position in the Holdings table. For Slicers -

    Asset Type and Primary Identifier - Comes from the Security table

    Parent Issuer and Issue - Comes from Issuer table

    Client Reporting Rollup, Portfolio, Portolio Strategy  - Comes from Portfolio table

    Portfolio Substrategy - Comes from Portfolio-ARM

     

    I'm using a composite model here in order to avoid creating a separate data model since this dataset has all the fields I'm looking for.

     

    My thoughts are to create disconnected slicers for the one highlighted in my screenshot. But is it then possible to associate them properly with the other slicers and Matrix visual?